Sterling Investment Advisors, Ltd. First Tr Pfd Secs & Income ETF Transaction History
Sterling Investment Advisors, Ltd.
- $370 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
436Shares Held
190MCall Options Held
0Put Options Held
10K-
Morgan Stanley New York, NY47.1MShares$845 Million0.06% of portfolio
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Royal Bank Of Canada Toronto, A616.4MShares$294 Million0.07% of portfolio
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Wells Fargo & Company San Francisco, CA11.7MShares$209 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC10.8MShares$194 Million0.1% of portfolio
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Ubs Group Ag10.7MShares$192 Million0.05% of portfolio